Wealth Screening Versus Modeling: Finding the Right Balance for Your Grateful Patient Program

Presenter: Liza Turcotte, Senior Consultant, Blackbaud Target Analytics
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Data Analytics, Campaigns
Competencies and Levels: 

  • Prospect Research
    • Competency 4: Utilizing Research Resources
    • Competency 5: Financial Capacity Evaluation and Wealth Indicators
    • Competency 7: Screenings
  • Relationship Management
    • Competency 1: Prospect Pool/Base Analysis
  • Data Analytics
    • Competency 8: Analytics and Campaign
  • Campaigns
    • Competency 6: Campaign Analytics, Reporting and Data Management

Description: A well-run grateful patient program is at the top of the list for a lot of healthcare organizations. Identifying your best potential donors and prospects among your patients is essential, and analytics and data are often the answer. There are more options than ever before--but with more options come more things to consider, and it can be confusing to make sense of it all. Join us to learn about the most commonly used research tools to support grateful patient fundraising—wealth and asset screenings and custom modeling--how to determine the right resources for your office, and best practices to use analytics well.

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